A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 4,992 shares of FTSM stock, worth $299,420. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,992
Previous 7,251 31.15%
Holding current value
$299,420
Previous $434 Million 31.11%
% of portfolio
0.22%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025

SELL
$59.81 - $60.11 $135,110 - $135,788
-2,259 Reduced 31.15%
4,992 $299 Million
Q2 2025

Aug 04, 2025

SELL
$59.8 - $60.07 $57,886 - $58,147
-968 Reduced 11.78%
7,251 $434 Million
Q1 2025

Apr 22, 2025

SELL
$59.78 - $60.03 $28,754 - $28,874
-481 Reduced 5.53%
8,219 $492 Million
Q4 2024

Jan 21, 2025

SELL
$59.74 - $60.03 $212,853 - $213,886
-3,563 Reduced 29.05%
8,700 $520 Million
Q3 2024

Oct 23, 2024

SELL
$59.61 - $60.15 $3,815 - $3,849
-64 Reduced 0.52%
12,263 $734 Million
Q2 2024

Oct 23, 2024

BUY
$59.55 - $59.81 $734,072 - $737,277
12,327 New
12,327 $735 Million

Others Institutions Holding FTSM

About FIRST TR ENHANCED TRADED FD IV


  • Ticker FTSM
  • Sector ETFs
  • Industry ETFs
More about FTSM
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.